Jordan Sones
Temecula,CA
Summary
Dedicated banking professional with experience in customer account management and financial transactions. Skilled in educating clients on banking products while ensuring compliance and accuracy. Committed to fostering customer relationships and enhancing overall satisfaction.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Murrieta , CA
07.2024 - Current
- Assisted customers with account opening and maintenance.
- Educated customers on features and benefits of banking products, enhancing customer understanding and satisfaction.
- Processed loan applications such as credit cards.
- Established strong relationships with customers, fostering loyalty and repeat business.
- Assisted in training new employees as needed.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Handled cash transactions accurately while ensuring compliance with policies.
- Monitored customer accounts for suspicious activities, ensuring compliance and protecting against fraud.
Inventory Associate
CarMax
Murrieta , 92562
07.2022 - 04.2023
- Tracked incoming and outgoing vehicles using inventory management software to ensure accurate records.
- Coordinated vehicle inventory and organized lot layout to improve space utilization.
- Inspected vehicles for damage and reported issues to management.
- Collaborated with team members to repair defective components, enhancing vehicle reliability.
- Cleaned and polished vehicles to enhance appearance and customer satisfaction.
Courtesy Clerk
Vons Grocery Store
Sun City , CA
05.2020 - 09.2021
- Operated cash registers accurately, processing transactions efficiently and securely.
- Trained new staff on store policies and procedures to enhance customer service skills.
- Guided customers in product selection and clarified store policies to improve shopping experience.
- Demonstrated knowledge of store layout to assist customers in finding desired items quickly.
- Bagged groceries for customers while ensuring a positive and efficient shopping experience.
Education
Bachelor of Science - Business Administration
San Diego State University
San Diego, CA12-2024
MBA - Business Analytics (Currently Enrolled)
Wilmington University
New Castle, DE09-2026
Skills
- Money handling
- Operations
- Financial processes
- Financial advice
- Generating referrals
- Banking regulations
- Money auditing
Certification
- EMT Course Certificate
- CPR Certification
Timeline
Associate Banker
JPMorgan Chase
07.2024 - Current
Inventory Associate
CarMax
07.2022 - 04.2023
Courtesy Clerk
Vons Grocery Store
05.2020 - 09.2021
Bachelor of Science - Business Administration
San Diego State University
MBA - Business Analytics (Currently Enrolled)
Wilmington University